Paraplanner

  • Shortlist
Location HESSLE , North Yorkshire
Sector Financial Services
Salary £28,000 - £35,000 Per Annum
Type Permanent
Consultant Dan Gratton
Ref 52796

Our client is a growing yet very bespoke Financial planning firm with two offices, based in York and Hessle. Headed up by a highly experienced Chartered Financial Planner. We are now looking for a career paraplanner with experience who can hit the ground running and get into the role in an efficient manner. There is a great deal of flexibility within the role regarding progression, the client is looking for a candidate who can grow with the business as they move forward, developing into the role as the business continues to grow.

The Role:

This unique opportunity is a paraplanning role in which the chosen candidate will report directly to a Chartered Financial Planner with an expansive client bank assisting them throughout the entire client process, from initial meetings to the closing of business. 

This role is unique in that the successful candidate will work alongside and shadow an experienced Chartered Financial Planner, reporting directly, giving the candidate an invaluable experience and industry knowledge. The client will assist in the progression of the candidate however is looking for someone with paraplanning experience who can take to the role quickly.

Responsibilities:

Preparing client reports – these may be in relation to pensions, investments, Trustee Investment, IHT planning and other associated financial planning requirements.

Preparing necessary research for client reports – these may be in relation to pensions, investments, Trustee Investment, IHT planning and other associated financial planning requirements.

Handling both client and adviser queries and undertaking any necessary research.

Reviewing products available to meet client needs and making appropriate recommendations.

Undertaking review of new funds available to meet the requirements of the asset allocations and make recommendations to the Directors.

Ensuring all paperwork is compliant with FCA guidelines.

What’s needed for me to be considered?

We are seeking an individual with paraplanning experience who can quickly take to the role, with a drive and determination to progress with the company.  This is a very rare opportunity for someone who is genuinely interested in developing a career within the Financial Service Industry to join a reputable and very flexible firm. The successful candidate will have the following skillset;

You will have attained the Diploma in Financial Planning and be working towards Chartered Status.

Excellent IT and communication skills and the ability to deal with individuals at all levels within and outside the business

Paraplanning experience that can be transferred to the role.

What next?

If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.